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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,659 | $104,924+9.3% | $84,623+35.5% | $152,885-25.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 54.67% | 373.82%-319.1pp | 258.77%-204.1pp | 345.39%-290.7pp |
| Employer contribution / active EE | $2,433 | $3,302-26.3% | $2,652-8.3% | $4,763-48.9% |
| Participant deferral / active EE | $9,998 | $4,689+113.2% | $3,899+156.4% | $5,851+70.9% |
| Admin fee / account holder | $2,760 | $6,242-55.8% | $4,913-43.8% | $11,598-76.2% |